Client Experience Associate; Financial Services
Listed on 2026-10-06
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Financial Services
Morgan Stanley is seeking a Client Service Associate in Massachusetts to support advisors and clients by handling requests, onboarding accounts, and maintaining documentation. You will use firm policies and digital tools to deliver high-quality service and build trusted relationships.
You will collaborate with Financial Advisors to execute business plans, support marketing efforts, participate in training, and coordinate meetings, travel, and expenses as part of daily operations.
The Client Experience Associate (Financial Services) position in the Finance, Sales field is open for applications.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Experience Associate (Financial Services) role at Morgan Stanley, based in Wellesley, MA, United States.
We are looking to fill the Client Experience Associate (Financial Services) position at Morgan Stanley in Wellesley, MA, United States.
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